Peter Gerard Mack, CFP | Financial Professional | Batesville, Indiana

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial Planner

Years of Experience

29 years registered in the securities industry

Current & Past Employments

Current

OSAIC WEALTH, INC.Current·CRD# 23131

RIA

BD

39 Henry St, Batesville, IN 47006

June 14, 2024 - Present

OSAIC WEALTH, INC.Current·CRD# 23131

RIA

BD

39 Henry St, Batesville, IN 47006

June 14, 2024 - Present

Past

SECURITIES AMERICA ADVISORS, INC.Past·CRD# 110518

RIA

Batesville, IN

January 23, 2009 - June 14, 2024

SECURITIES AMERICA, INC.Past·CRD# 10205

BD

Batesville, IN

January 23, 2009 - June 14, 2024

BRECEK & YOUNG ADVISORS, INC.Past·CRD# 40395

RIA

Batesville, IN

April 7, 2005 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.Past·CRD# 40395

BD

Batesville, IN

March 15, 2001 - January 23, 2009

DONAHUE SECURITIES, INC.Past·CRD# 24330

BD

Cincinnati, OH

May 29, 1998 - March 6, 2001

CETERA FINANCIAL SPECIALISTS LLCPast·CRD# 10358

BD

Schaumburg, IL

February 18, 1997 - June 5, 1998

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Current Firm

OW

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone Number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

8,979

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (11/6/2026)

SIGNATOR MANAGED ACCOUNT PLATFORM (8/28/2026)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER	—
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
REID, SHANNON	CEO, PRESIDENT, DIRECTOR	4815189
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory Assets Under Management

Total Number of Accounts

850,797

AUM (Assets Under Management)

$234,858,518,740

Disclosures

Regulatory Event

51

Arbitration

31

Bond

7

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

**PETER G. MACK CPA, PFS, CFP STARTED 10/19/2004- 15 NORTH WALNUT STE 200 PO BOX 37 BATESVILLE, IN 47006-MANAGER MEMBER OF CPA FIRM-MEETS WITH CLIENTS REGARDING TAX, ACCOUNTING AND CONSULTING MATTERS-60% TIME SPENT, 80 DURING TRADING. **MED-MIZER, INC. POSITION: Board Member NATURE: Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 80 Commerce Drive, Batesville IN 47006 DESCRIPTION: Board Membership **ST. LOUIS CHURCH FINANCE COMMITTEE POSITION: Member NATURE: St. Louis Church Finance Committee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2017 ADDRESS: 13 St. Louis Place, Batesville IN 47006 DESCRIPTION: To serve as a member of the finance committee. **PETER MACK POSITION: Referee NATURE: IHSAA Soccer Official INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2005 ADDRESS: 236 Evergreen Dr, Batesville IN 47006 DESCRIPTION: Referee soccer games. **MACK ADVISORY GROUP POSITION: Principal NATURE: **PETER G MACK CPA PFS CFP INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 10/01/2004 ADDRESS: 39 Henry Street, PO Box 37, Batesville IN 47006 **BATESVILLE AREA RESOURCE CENTER POSITION: Treasurer NATURE: Treasurer for Batesville Area Resource Center (a non-profit entity). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2015 ADDRESS: 920 County Line Road, Batesville IN 47006 **BATESVILLE MEMORIAL PUBLIC LIBRARY POSITION: Treasurer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 131 North Walnut Street, Batesville IN 47006 DESCRIPTION: Provide financial oversite **PETER MACK LLC POSITION: Owner NATURE: INSURANCE SALESINVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1997 ADDRESS: 39 Henry Street, Batesville IN 47006 **SOUTHEAST INDIANA HEALTH CENTER POSITION: Treasurer NATURE: SOUTHEAST INDIANA HEALTH CLINIC INC NO COST HEALTH CLINIC TREASURER TIME 1% INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 920 County Line Road B, Batesville IN 47006 **CREATE FOUNDATION POSITION: Treasurer NATURE: CREATE FOUNDATION PO BOX 86 BATESVILLE IN 47006; TREASURER; REVIEW FINANCIAL REPORTS; 25% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/2008 ADDRESS: PO Box 86, Batesville IN 47006 DESCRIPTION: Financial oversight **FARMLAND POSITION: Owner NATURE: Farmland INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 9/2019 ADDRESS: Evergreen Dr, Batesville IN 47006 **BATESVILLE AREA CHAMBER OF COMMERCE POSITION: Treasurer NATURE: **BATESVILLE AREA CHAMBER OF COMMERCE- INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 1/2005 ADDRESS: 301 Shopping Village, Batesville IN 47006 **SOUL CORE POSITION: Leader NATURE: Soul Core Leader INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/2021 ADDRESS: 39 Henry St, Batesville IN 47006 DESCRIPTION: Praying the rosary with stretching

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OW

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(6/14/2024)

RR

Florida
(6/14/2024)

RR

Idaho
(6/14/2024)

RR

Illinois
(6/14/2024)

RR

Indiana
(6/14/2024)

IAR

Indiana
(6/14/2024)

RR

Kansas
(11/11/2025)

RR

Kentucky
(6/14/2024)

RR

New York
(9/15/2025)

RR

Ohio
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.